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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,765 | $148,629+43.8% | $135,982+57.2% | $139,487+53.3% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 14.66% | 79.33%-64.7pp | 68.32%-53.7pp | 373.84%-359.2pp |
| Employer contribution / active EE | $6,253 | $5,247+19.2% | $4,859+28.7% | $4,755+31.5% |
| Participant deferral / active EE | $5,367 | $8,102-33.8% | $7,760-30.8% | $6,713-20.0% |
| Admin fee / account holder | $102 | $12,406-99.2% | $10,767-99.1% | $11,407-99.1% |